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𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁: 𝐌𝐚𝐲 𝟮𝟬𝟮𝟭

🟢 𝟑.𝟔%: 𝗛𝗶𝗴𝗵𝗲𝘀𝘁 𝗱𝗮𝗶𝗹𝘆 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲

🟢 𝟏.𝟑𝟑%: 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲

🟢 𝟔𝟏.𝟕𝟏%: 𝟏𝟐-𝐦𝐨𝐧𝐭𝐡𝐬 𝐫𝐞𝐭𝐮𝐫𝐧


𝐅𝐢𝐫𝐬𝐭 𝐨𝐟 𝐚𝐥𝐥, 𝐈 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐚𝐥𝐥 𝐧𝐞𝐰 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬. 𝐈 𝐬𝐢𝐧𝐜𝐞𝐫𝐞𝐥𝐲 𝐭𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐭𝐫𝐮𝐬𝐭 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐩𝐥𝐚𝐜𝐞𝐝 𝐢𝐧 𝐦𝐞 𝐚𝐧𝐝 𝐈 𝐚𝐦 𝐡𝐚𝐩𝐩𝐲 𝐭𝐨 𝐬𝐞𝐞 𝐭𝐡𝐚𝐭 𝐦𝐨𝐫𝐞 𝐚𝐧𝐝 𝐦𝐨𝐫𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐚𝐫𝐞 𝐩𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞𝐥𝐲 𝐭𝐚𝐤𝐢𝐧𝐠 𝐜𝐡𝐚𝐫𝐠𝐞 𝐨𝐟 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬 𝐚𝐧𝐝 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐦𝐨𝐫𝐞. 𝐘𝐨𝐮'𝐯𝐞 𝐜𝐨𝐦𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐩𝐥𝐚𝐜𝐞.


I don't think I promised too much when I predicted a turbulent May at the end of April. As I already wrote in my last monthly report, this period, apart from the already exceptional market environment, is volatile on its own. I have been able to take good advantage of this and took some new additions and strengthened positions (and so did you):

$MELI (MercadoLibre)$00241.HK (Alibaba Health Information Tec)$FCX (Freeport-McMoRan Inc)$SCCO (Southern Copper Corp)$03690.HK (Meituan Class B)


Fundamentally, the market was supported by robust economic data towards the end of the month. For example, sentiment among industrial companies in the euro zone again reached a record high in May. At the same time, however, inflation in the euro zone is also picking up more strongly. In May, the cost of living increased by 2.0 percent within a year, as the European statistics authority Eurostat announced today according to a flash estimate. This is the highest level since the fall of 2018. Economists had expected a rise in consumer prices of 1.9 percent. The main driver for prices are currently the rising energy prices. However, experts had recently commented that higher rates should only be expected in the euro zone in the short term and that there is no pressure on the ECB to change its monetary policy.


The price level of precious metals, considered high by some (and it is high in absolute terms), supports my strong position in $PSLV . We will also see high increases in gold and other metals, although more delayed than in the energy sector and lumber, for example.


I also take the opportunity to announce my new website: www.oboi-invest.com/. If you have any questions, feel free to check out the FAQ page there or write me directly. I try to answer every request.


𝐇𝐚𝐯𝐞 𝐚 𝐰𝐨𝐧𝐝𝐞𝐫𝐟𝐮𝐥 𝐰𝐞𝐞𝐤!


𝐁𝐑

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